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Switch from QuickBooks Self-Employed to QuickBooks Solopreneur

by Intuit•22• Updated 3 weeks ago

Learn how to switch from QuickBooks Self-Employed to QuickBooks Solopreneur.

If you need help with transactions, you can partner with QuickBooks Live Experts and feel more confident. Find out more about QuickBooks Live Bookkeeping.

QuickBooks Solopreneur is our enhanced tool for self-employed individuals. It provides familiar features and enhanced features (like sending estimates, setting financial goals, and TurboTax integration) to assist you with financial management.

We’ll help you make the switch to QuickBooks Solopreneur, for an upgraded accounting experience.

Switch your data

We can automatically switch your subscription and most of your data to QuickBooks Solopreneur so you can continue to run your business as usual.

Note: You can do this process on the web and mobile versions of QuickBooks Self-Employed. If you're a mobile user and want to cancel your QuickBooks subscription, visit your app.

The following data automatically migrates when you switch to QuickBooks Solopreneur:

  • Customers
  • Invoices
  • Trips
  • Product and Services
  • Bank Connections
  • Transactions
  • Receipts 

The following data will be supported for migration in the future. If you need any of this data, you may wait until we update the migration experience before you switch products:

  • Rules
  • Quarterly Tax Estimates

The following data can't be switched over:

  • Third-party app integrations such as Etsy, Uber, Amazon
  • Tags
  • Vendors

Switch to QuickBooks Solopreneur

Before you upgrade to QuickBooks Solopreneur,  make sure to download and save your reports and accounting info as you won't be able to access your old account after the upgrade process is complete.

  1. Sign in to your QuickBooks Self-Employed account.
  2. Go to Settings Settings gear icon., then select Upgrade.
  3. Select Choose plan for the QuickBooks Solopreneur column.
  4. Review the changes in features, then select Continue.
  5. We’ll show you what data we’re copying over. Select Download data if you haven’t saved your data and backed up your reports, transactions, mileage logs, receipts, and invoices.
    Note: If you opt to download data, you’re directed to the Reports (Take me there) screen. After downloading, you'll need to restart the upgrade process.
  6. Select Continue to proceed.
  7. Select Get Started, then select Start.
  8. Confirm or update a few details about your business to start using QuickBooks Solopreneur.

Once you're done, we'll automatically cancel your QuickBooks Self-Employed subscription if you purchased it directly from QuickBooks.

If you bought your QuickBooks Self-Employed subscription from Google Play or the Apple App Store, you'll need to cancel it through that store.

Here's another way to switch to QuickBooks Solopreneur. You may follow this manual process to switch.

Step 1: Download and save your data

Download all your QuickBooks Self-Employed transactions and copy them to QuickBooks Solopreneur. It's a good idea to have a backup, even if you're starting fresh.

Step 2: Subscribe to QuickBooks Solopreneur

Go to our website’s Plans & Pricing page to subscribe to QuickBooks Solopreneur.

Step 3: Copy your data to QuickBooks Solopreneur

Before you start moving your data, first consider what type of data to copy.

Online banking allows you to save time and avoid duplicate transactions. You can connect your bank and credit card accounts to QuickBooks Solopreneur and download transactions with this feature.

Alternatively, you can manually upload transactions into QuickBooks Solopreneur.

Step 4: Cancel your QuickBooks Self-Employed subscription

Once you've imported your data to QuickBooks Solopreneur, you need to put a stop to your QuickBooks Self-Employed subscription. This way, you won't get charged for both of them.

QuickBooks Solopreneur customers can sign in through the QuickBooks mobile app. If you haven't already, you can download it here:

To see product feature comparisons and FAQs, check out our introduction to QuickBooks Solopreneur.

QuickBooks Self-EmployedQuickBooks Self-Employed Mobile for AndroidQuickBooks Self-Employed Mobile for iOSQuickBooks Solopreneur

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